SBI Small Cap Fund vs HSBC Small Cap Fund compare
SBI Small Cap Fund - Regular Plan - Growth
HSBC Small Cap Fund - Regular Growth
Chart Comparison
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Fund | SBI Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹30837 Cr | ₹16396 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Sep 2009 | 12 May 2014 |
| Category | Small Cap | Small Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 250 SmallCap Index | BSE 250 SmallCap Index |
| Turn Over | 9% | 15% |
| Expense Ratio | 1.59 | 1.7 |
| Manager | Pradeep Kesavan | Venugopal Manghat |
| ISIN Code | INF200K01T28 | INF917K01QC7 |
| Exits Load | Exit load of 1% if redeemed within 1 year/365 | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year./365 |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Month | 5.41% | 1.86% |
| 6 Month | 31.82% | 22.79% |
| 1 Year | 38.68% | 46% |
| 3 Year | 23.94% | 30.37% |
| 5 Year | 30.34% | 32.48% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 19.18% | 21.58% |
| 3 Year | 45.66% | 58.86% |
| 5 Year | 106.01% | 137.96% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| 1 Year | 30.49% | 36.36% |
| 3 Year | 77.56% | 99.84% |
| 5 Year | 112.51% | 151.38% |
| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 11.59% | 14.69% |
| Sharp | 1.34% | 1.4% |
| Beta | 0.63% | 0.8% |
| Alpha | 4.54% | 7.09% |
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| Scheme Name | SBI Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Name | Pradeep Kesavan | Venugopal Manghat |
| Total AUM | ₹434274 Cr | ₹41442 Cr |
| Fund Manage | 43 | 7 |
| SBI Small Cap Fund - Regular Plan - Growth | HSBC Small Cap Fund - Regular Growth |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 12.89 | 3.91 |
| Small Cap | 82.71 | 72.94 |
| Mid Cap | 4.43 | 20.12 |
| Large Cap | - | 3.03 |
| Scheme Name |
SBI Small Cap Fund - Regular Plan - Growth |
HSBC Small Cap Fund - Regular Growth |
|---|---|---|
| Others | 7.29 | 2.51 |
| Financial | 18.36 | 7.98 |
| Consumer Staples | 9.09 | 5.57 |
| Services | 14.7 | 10.12 |
| Chemicals | 5.15 | 1.41 |
| Consumer Discretionary | 12.74 | 2.17 |
| Metals & Mining | 4.48 | 8.71 |
| Construction | 8.81 | 12.47 |
| Materials | 4.67 | 9.17 |
| Capital Goods | 11.06 | 17.67 |
| Energy | 0.46 | - |
| Automobile | 1.59 | 3.89 |
| Textiles | 0.04 | 3.7 |
| Healthcare | 1.59 | 5.3 |
| Technology | - | 5.93 |
| Diversified | - | 3.4 |
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